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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1476
Kelleher Financial Advisors
New York
$339K +$913 +5 +0.2%
AA
1477
AF Advisors
California
$338K -$113K -620 -23%
S
1478
SimplyRich
California
$338K -$10.2K -56 -3%
AIM
1479
Avity Investment Management
Connecticut
$338K -$4.57K -25 -1%
OR
1480
Olympiad Research
Connecticut
$338K +$376K +2,058 New
AIM
1481
Acropolis Investment Management
Missouri
$337K -$1.1K -6 -0.3%
MPIA
1482
Mountain Pacific Investment Advisers
Idaho
$336K +$183 +1 +0%
FBB
1483
Fulton Breakefield Broenniman
Maryland
$335K +$183 +1 +0%
LFA
1484
Landmark Financial Advisors
Kentucky
$335K +$31.4K +172 +9%
AC
1485
Applied Capital
Arkansas
$334K -$1.46K -8 -0.4%
GIA
1486
GHP Investment Advisors
Colorado
$333K – – –
RCA
1487
Ranch Capital Advisors
Florida
$333K +$548 +3 +0.1%
VA
1488
Valmark Advisers
Ohio
$332K +$23.6K +129 +7%
LDFR
1489
Lehman & Derafelo Financial Resources
Pennsylvania
$332K +$36.5K +200 +11%
AWA
1490
Aaron Wealth Advisors
Illinois
$331K -$22.1K -121 -6%
JWBC
1491
J.W. Burns & Co
New York
$331K – – –
MSCM
1492
McElhenny Sheffield Capital Management
Texas
$331K – – –
EWM
1493
Edge Wealth Management
New York
$330K – – –
TIM
1494
Total Investment Management
Arizona
$330K – – –
SSG
1495
Summit Securities Group
New York
$328K -$785K -4,298 -68%
CHA
1496
Cooper/Haims Advisors
New York
$328K -$14.6K -80 -4%
BCM
1497
Bienville Capital Management
New York
$328K – – –
CCG
1498
Ceeto Capital Group
Florida
$328K – – –
QC
1499
Quaero Capital
Switzerland
$328K – – –
QFA
1500
Quattro Financial Advisors
Texas
$328K – – –
58 59
60
61 62